Green Square Capital Advisors LLC Sells in Q3 2024

Green Square Capital Advisors LLC

  • $710 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-255
- 4.4%
$119.99 - $135.74 $30.6K - $34.6K
5.54K $748K
ABBV
Abb Vie Inc.

Healthcare
-35
- 1.13%
$163.84 - $199.33 $5.73K - $6.98K
3.06K $603K
VZ
Verizon Communications Inc

Communication Services
-1.83K
- 4.31%
$38.89 - $45.0 $71.2K - $82.4K
40.7K $1.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-376
- 4.37%
$523.84 - $572.02 $197K - $215K
8.22K $4.68M
TRGP
Targa Resources Corp.

Energy
-225
- 3.51%
$127.86 - $156.46 $28.8K - $35.2K
6.19K $915K
CSCO
Cisco Systems, Inc.

Technology
-2.85K
- 6.74%
$44.74 - $53.22 $128K - $152K
39.4K $2.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-96
- 0.38%
$96.25 - $101.98 $9.24K - $9.79K
25.2K $2.56M
IEFA
Ishares Tr

ETFs
-336
- 1.42%
$70.09 - $78.74 $23.6K - $26.5K
23.3K $1.82M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-69
- 0.39%
$33.89 - $41.64 $2.34K - $2.87K
17.8K $710K
CPB
Campbell Soup CO

Consumer Defensive
-852
- 2.11%
$45.01 - $51.89 $38.3K - $44.2K
39.6K $1.94M
TPR
Tapestry, Inc.

Consumer Cyclical
-751
- 1.76%
$36.29 - $47.94 $27.3K - $36K
42K $1.97M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-115
- 1.31%
$256.4 - $289.78 $29.5K - $33.3K
8.65K $2.46M
ORI
Old Republic International Corp

Financial Services
-2.95K
- 4.91%
$29.89 - $35.9 $88.2K - $106K
57.2K $2.03M
OKE
Oneok Inc

Energy
-1.06K
- 3.8%
$78.62 - $95.27 $83.7K - $101K
26.9K $2.45M
IP
International Paper CO

Consumer Cyclical
-1.51K
- 3.46%
$42.55 - $49.98 $64.4K - $75.6K
42.2K $2.06M
KMI
Kinder Morgan, Inc.

Energy
-4.12K
- 3.36%
$19.72 - $22.22 $81.3K - $91.6K
119K $2.62M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.44K
- 1.51%
$21.72 - $25.05 $31.2K - $36K
93.8K $2.3M
OMC
Omnicom Group Inc.

Communication Services
-358
- 1.97%
$87.69 - $103.9 $31.4K - $37.2K
17.8K $1.84M
DUK
Duke Energy Corp

Utilities
-644
- 3.34%
$99.35 - $117.71 $64K - $75.8K
18.6K $2.15M
EVRG
Evergy, Inc.

Utilities
-932
- 2.99%
$52.46 - $62.01 $48.9K - $57.8K
30.3K $1.88M
T
At&T Inc.

Communication Services
-3.56K
- 3.31%
$18.21 - $22.28 $64.8K - $79.2K
104K $2.29M
MET
Metlife Inc

Financial Services
-847
- 3.36%
$67.96 - $82.48 $57.6K - $69.9K
24.4K $2.01M
VEA
Vanguard Ftse Developed Market

ETFs
-1.12K
- 0.94%
$47.6 - $53.31 $53.2K - $59.5K
117K $6.2M
GILD
Gilead Sciences, Inc.

Healthcare
-458
- 1.8%
$66.59 - $83.99 $30.5K - $38.5K
24.9K $2.09M
BBY
Best Buy CO Inc

Consumer Cyclical
-518
- 2.36%
$80.23 - $103.29 $41.6K - $53.5K
21.4K $2.21M
NEM
Newmont Corp

Basic Materials
-1.87K
- 4.39%
$41.65 - $55.85 $77.7K - $104K
40.7K $2.17M
IBM
International Business Machines Corp

Technology
-404
- 3.95%
$175.1 - $223.38 $70.7K - $90.2K
9.82K $2.17M
MMM
3 M CO

Industrials
-1.86K
- 9.65%
$99.69 - $139.42 $185K - $259K
17.4K $2.38M
KO
Coca Cola CO

Consumer Defensive
-1.7K
- 2.21%
$62.69 - $73.01 $107K - $124K
75.1K $5.4M
AAPL
Apple Inc.

Technology
-28
- 0.11%
$207.23 - $234.82 $5.8K - $6.57K
25.6K $5.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-697
- 2.88%
$405.19 - $478.57 $282K - $334K
23.5K $10.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.3K
- 4.67%
$475.2 - $527.7 $9.18M - $10.2M
395K $208M
DSTL
ETF Ser Solution Distillate Us

ETFs
-24K
- 3.79%
$50.87 - $56.8 $1.22M - $1.37M
610K $34.6M
Activity Summary
Buys All Purchases 61 New Holdings 22 Increased Positions 39 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Green Square Capital Advisors LLC Portfolio

Follow Green Square Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Green Square Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Green Square Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email